See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,575 | $53,516+112.2% | $126,539-10.2% | $84,808+33.9% |
| Participation rate | 27.5% | 58.2%-30.7pp | 69.8%-42.3pp | 68.3%-40.8pp |
| Annual return | 17.00% | 58.34%-41.3pp | 425.95%-408.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $825 | $1,535-46.3% | $3,674-77.6% | $2,631-68.7% |
| Participant deferral / active EE | $2,108 | $2,671-21.1% | $4,083-48.4% | $4,212-49.9% |
| Admin fee / account holder | $990 | $4,497-78.0% | $6,065-83.7% | $7,344-86.5% |